AUMdb

Raumedic 401(k) Retirement Plan

Sponsored by Raumedic Inc. · EIN 202118171 · Plan #001

Total assets
$6.5M
Net assets
$6.5M
Active participants
134
With balances
160

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Colton Groome Financial Advisors, Llc CRD 128365 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Colton Groome Financial Advisors Investment advisory (plan) $23,781
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $18,844